Develop a page with multiple Filter, Drill down report functionality, Display Chart, Download link of displayed report using Excel Service -  SharePoint 2010

Hi,

I need to develop a page with Filters + Chart + display excel data + drill down report + Download link. Need to get data from Excel file which uploaded in Shared Documents library.

I had searched in msdn and Google as such I got some info. Says like chart cannot be connected with filter web part!!

https://social.msdn.microsoft.com/Forums/office/en-US/e135d8ac-6d86-4b3e-ad27-0f91a54956c3/how-to-filter-data-based-on-the-list-columns-using-chart-webpart?forum=sharepointgeneralprevious

I can use Excel Web Access web part to display the Excel date and Chart web part to display chart with excel data. How to use Filter web part and drill down report with excel data? How to connect each of them?

I need to achieve this only with OOB available web parts and excel should not be imported to any custom list to achieve this scenario. 

May 27th, 2015 6:09am

Hi Vijaivel,

As I understand, you want to connect filter web part and drill down report with excel data in SharePoint 2010.

You could connect the filter web part to excel web access web part in SharePoint 2010.

You could insert the excel web access web part in the page, and add filter web part in the page, then edit the filter web part to connect the excel web access web part. For more detailed information, you could refer to the article below.

The article below is about how to connect Filter Web Parts to Excel Web Access.

https://support.office.com/en-gb/article/Connect-Filter-Web-Parts-to-Excel-Web-Access-b0c8a430-d21f-4d16-ba52-b066f3ef9062

If it cannot meet your needs, you could refer the article below.  In the article below, you could focus on how to filter data in a workbook in the browser and how to find text, numbers, or dates in workbook in the browser.

The article below is about getting started with Excel Services and Excel Web Access.

https://support.office.com/en-gb/article/Getting-Started-with-Excel-Services-and-Excel-Web-Access-fed3586d-b150-4819-a67e-14529c974387

Best regards,

Sara Fan

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May 28th, 2015 4:17am

Hi Sara,

Thanks for your reply,

I have followed the URL, but facing the below isseus like am not getting the "Configure"link to configure the parameter in excel web access web part and to the choice webpart.

So i click Ok and checked, got the below issue

"The file that you selected could not be found. check the spelling of the name and verify that the location is correct. Make sure that the files has not been renamed, move or deleted"

Suggest how i can proceed with this problem? and either i have to select Workbook form or Named instance in the dropdown while configuring the paramter?

t

May 28th, 2015 10:58am

Hi Vijaivel,

You could open the URL twice, open the URL, close, and reopen the URL, to check if it can be opened.

If you still cannot open the URL, you also could refer to the articles below:

The article below is about how to filter excel web access web parts in SharePoint with the Current User Filter in SharePoint 2013. It also can work in SharePoint 2010.

http://consulting.risualblogs.com/blog/2014/11/11/filter-excel-web-access-web-parts-in-sharepoint-with-the-current-user-filter/

The article below is about Excel Services Overview.

https://msdn.microsoft.com/en-us/library/office/ms546696.aspx

Best regards,

Sara Fan

Free Windows Admin Tool Kit Click here and download it now
May 28th, 2015 9:36pm

Hi,

You could search the name of the article in the google, then find the similar URL and cached the article , you can view the article. After that, you can open the URL again, and you will view the article.

May 28th, 2015 9:46pm

Hi Sara,

I did the same and double Checked the path and refreshed getting the error message.

tried with the Links and am at same page. So i have deleted the webpart add new even though could not able get it happen.

Dont know what exactly am missing ?

Is there any Step by Step with Clear walkthrough !

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May 29th, 2015 11:11am

Hi,

Before you begin, you must do the following:

Create an Excel workbook that has one or more cells, each defined as a named range, designed to accept values, such as a mortgage calculator that calculates a monthly payment based on the length of the loan in years.

Publish the workbook to Excel Services, and make sure that you define a parameter for each cell that accepts values.

1. On the worksheet, select the cell that you want to make editable in the browser and Excel Web Access.

2. On the Formulas tab, in the Defined Names group, click Define Name.

3. In the Name box, type the name that you want to use for the parameter.

4. Click OK.

5. Click the File tab, click Save & Send, and then click Save to SharePoint.

6. Click Save As, and then click Publish Options.

If the Publish Options button is unavailable, your version of Excel does not support publishing a workbook to Excel Services.

7. On the Parameters tab, do one of the following:

  To add parameters, click Add, select the check box of the parameter that you want to add, and then click OK.

  To delete specific parameters, select them in the list of parameters, and then click Delete.

  To delete all parameters, click Delete All.

 Note   Workbook parameters are stored in the workbook that you publish to Excel Services.

The article below is about how to define workbook parameters for use in Excel Web Access.

https://support.office.com/en-us/article/Define-workbook-parameters-for-use-in-Excel-Web-Access-188f2ffc-87ec-482b-8ecf-72f4a8d994b3

After you have defined workbook parameters, you could connect the filter web part to excel web access web part. You could follow the steps below, and I use the text filter web part as example:

1. To modify the Web Part Page, click Site Actions, and then click Edit Page.

2. Add the Text Filter Web Part and the Excel Web Access Web Part to a Web Part Page.

3. From the Text Filter Web Part, click the Web Part menu, point to Connections, point to send Filter Values From, and then click the name of the excel web access Web Part.

4. In the Configure Connection dialog box, select the parameter from the Filter Parameter list, and then click Finish.

5. Save the page.

Best regards,

Sara Fan

May 30th, 2015 3:55am

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